In this video, I walk you through the process of importing contacts into OfferBolt using a CSV file. It's crucial to ensure your file is in the correct format, and I explain how to map your fields properly to avoid any issues. I also highlight the importance of having accurate contact information to streamline your workflows and save time. Please make sure to follow the steps closely, especially when it comes to uploading phone numbers, as this will impact how you can contact your sellers.
The objective of this video is to show users how to upload contacts into OfferBolt and set them up for sending out messages efficiently.
How to Upload Seller Leads to OfferBolt: A Step-by-Step Guide
1. Introduction
Purpose: Explain how to upload a list of seller lists to OfferBolt for SMS, RVMs, emails, or cold calling.
2. Accessing the Contacts Section
Navigate to the left-hand menu.
Click on "Contacts".
Find the "Import Contacts" option by hovering over the icons.
3. Importing Your List
Select the contacts you want to import.
Ensure your file is in CSV format (convert if necessary).
Drag and drop the file or use the upload box to select your CSV file.
4. Creating or Updating Contacts
Choose to "Create Contacts" for new entries.
Select "Update Contacts" if you need to fill in missing information for existing entries.
Note: Each phone number can only be uploaded once.
5. Mapping Fields
Map your CSV column headings to Offerable's custom fields.
Ensure all necessary fields show as "Mapped" (indicated by a green checkmark).
Address any "Pending" fields that are not mapped.
6. Understanding Contact Information
Differentiate between mailing address and property address.
Importance of including APN, legal description, and property type for contract generation.
7. Uploading Phone Numbers
Only one phone number can be uploaded per contact.
Plan to upload additional numbers in subsequent uploads if needed.
8. Creating a Smart List
Name your smart list based on market or criteria (e.g., "Ocean County Absentee Out of State Owner").
Understand the purpose of smart lists as organizational folders for easy access.
9. Adding Contacts to a Workflow
Select a workflow to automatically add the imported contacts.
Ensure your workflow is set up to send messages within the desired timeframe prior to uploading the contacts.
10. Tagging Imported Contacts
Add relevant tags for easy identification and filtering later.
Include details like list type, mobile number designation, and upload date.
11. Review and Final Steps
Confirm the mapping overview and imported document details.
Ensure all settings are correct before finalizing the upload.
12. Conclusion
Recap the importance of accurate data entry for effective communication with seller leads.
Encourage users to revisit the guide for any clarification on workflows and tagging.